JPS Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JPS Advisors LLC is an independent registered investment adviser that, as of May 2026, manages approximately $26.6 million in discretionary assets for a small, diversified client base of 14 clients. The firm provides discretionary investment management across equities, bonds, mutual funds, futures and options, and also offers financial planning and retirement-rollover advice.
The firm’s investment process combines fundamental and technical analysis with modern portfolio theory to construct primarily long‑term, risk‑conscious portfolios, and it may use options trading for income generation or hedging. JPS operates on a discretionary basis, directs clients to use Interactive Brokers as custodian for execution and custody, and documents rollover recommendations in accordance with PTE 2020‑02, including an annual retrospective review.
Noteworthy features relative to peers include the firm’s small client count with relatively concentrated AUM and its recent transition from state registration to registration with the U.S. Securities and Exchange Commission. The firm also requires clients to maintain accounts at Interactive Brokers, generally executes client trades separately rather than block‑aggregating orders, and does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
1.0% annually, charged monthly in arrears
Account minimum: $50,000 Fee-only: Fixed fee of $500 for financial planning and consulting services; may be waived or integrated with investment management fees
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)